> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cartble.com/llms.txt
> Use this file to discover all available pages before exploring further.

# View and manage your Cartble customer profiles

> Learn how customer profiles work in Cartble, how account requirements affect sign-up, and how to view each customer's order history and lifetime value.

Cartble stores a profile for every shopper who creates an account on your store. From **Admin → Customers** you can search your customer list, filter by segment, view detailed profiles, and export data — all from a single interface.

## How customers sign up

Customers create accounts through your storefront's checkout flow. Whether account creation is required or optional depends on the **Require Account** checkout setting in **Admin → Settings → Checkout**.

<CardGroup cols={2}>
  <Card title="Require Account: On" icon="lock">
    Customers must sign in or register before they can complete a purchase. All orders are attributed to a verified account.
  </Card>

  <Card title="Require Account: Off" icon="unlock">
    Customers can check out as guests. Guest orders are still stored as records but are not linked to a customer profile.
  </Card>
</CardGroup>

<Tip>
  Requiring an account makes it easier to track lifetime value and re-engage customers, but it adds friction at checkout. Consider your audience before enabling this setting.
</Tip>

## Customer profiles

Each customer profile contains:

| Field       | Description                                                                              |
| ----------- | ---------------------------------------------------------------------------------------- |
| `name`      | Display name used in the admin and on receipts                                           |
| `email`     | Primary contact address, also used as the login identifier                               |
| `phone`     | Phone number (optional)                                                                  |
| `address`   | Saved shipping address (street, number, neighborhood, city, state, postal code, country) |
| `createdAt` | Date the account was created                                                             |

Customers are searchable by **name** or **email** from the search bar at the top of the Customers page.

## Customer segments

Use the filter tabs to narrow the list to specific segments:

| Filter        | Criteria                                                      |
| ------------- | ------------------------------------------------------------- |
| **All**       | Every customer in your store                                  |
| **VIP**       | Customers with 3 or more orders (`orderCount >= 3`)           |
| **Marketing** | Customers who have opted in to email marketing communications |

## Viewing a customer's profile

Click any customer row to open their detail panel. The panel shows:

<AccordionGroup>
  <Accordion title="Contact information">
    Email address, phone number, and the date the account was created.
  </Accordion>

  <Accordion title="Shipping address">
    The saved address on the customer's profile. If no profile address exists, Cartble falls back to the shipping address from their most recent order.
  </Accordion>

  <Accordion title="Financial summary">
    Two key metrics calculated from the customer's order history:

    * **Total orders** — count of all records linked to this customer
    * **Total spent (LTV)** — sum of `totalPrice` across all orders, representing the customer's lifetime value
  </Accordion>

  <Accordion title="Order history">
    A reverse-chronological list of every order the customer has placed. Each entry shows the transaction number, date, total amount, and financial status (`paid` or `pending`).
  </Accordion>
</AccordionGroup>

## Exporting customer data

Use the **Export** button on the Customers page to download your customer list. The export includes customer details alongside the LTV and order count metrics visible in the table.

## Team members vs. customers

Cartble distinguishes between **customers** (shoppers who buy from your store) and **team members** (staff who have admin access). Team members are managed separately under **Admin → Team** and are assigned one of three roles: `admin`, `manager`, or `editor`. Customers have no admin access regardless of their purchase history.

<Warning>
  Do not add customers as team members to give them order visibility. Use the customer profile in the Customers section instead.
</Warning>